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Belpointe Asset Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Belpointe Asset Management’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-700
Closed -$10.9K – 2998
2023
Q1 		$10.9K Hold
700
– – ﹤0.01% 2670
2022
Q4 		$11.3K Buy
+700
New +$11.6K ﹤0.01% 2553

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Belpointe Asset Management's SPXX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2023, closing a stake of 700 shares — an estimated $10.9K sold.

Belpointe Asset Management first reported a position in SPXX in Q4 2022 and held it in 2 quarters. The position peaked at $11.3K in Q4 2022. 48 funds tracked by Wall St. Rank hold SPXX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 700 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2023, an estimated $10.9K.
  • Belpointe Asset Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $11.3K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.